Financial Advisors

Joyce and her staff have provided personal and corporate tax/accounting services to me for four years. Everyone I have dealt with has been professional and helpful; Joyce has provided good transition planning advice as well as operational support and I have no hesitation in recommending them.

Andreas is the MAN! His team is great....If you are a seasoned investor or new to the idea, if you have a multi million dollar company or just starting out, if you want your money to make money for you Andreas is the only person you need to talk to. Andreas is easily one of the most intelligent people I know, he will take the time to listen to your wants and needs and then suggest the best possible way to achieve your goals. Andreas and Mandy, thanks for everything!... Jordan Theedom

I feel hard pressed to rate this company this high. When I first got my policies the agent I had in Ontario made a point to contact me via phone on a regular basis. He reviewed my policies and made suggestions for course corrections along the way. Since coming to Nanaimo the service has been terrible and advice worse. Not impressed.

I moved north. However, when I was later leaving nursing, I went through a financial crisis. I contacted their office explaining the situation and asked what my options were. I was told I had one month's grace on payments. When their company withdrew the payment anyways, from my thinly spread bank account, it created a domino effect on the bills that were meant to be covered by the funds therein. The result was an enormous cascade of bank fees at the worst possible time. I then contacted their office again in order to cancel automatic withdrawals, which was done. After a merry-go-round of emails back and forth with the receptionist, and unanswered emails to the company, I was then told I would have to pay for the whole year in one lump sum; during the midst of a financial crisis that they had made much worse. During all of this time, I never once got to speak to my broker, Mr. Irvine. And all of this raised an extremely concerning question: If they treated the person that gives them money in such an unaccountable way, how would they treat my beneficiary to whom they were being trusted to give money after I am gone? I cancelled my contract due to lack of trust. I have long since recovered from that crisis, but have had no interest in renewing a contract with this company, nor could I recommend this business.

John Palmer of Adonai Financial is a very experienced financial planner and personal insurance advisor. John's experience shows in his great insight into wealth management and personal insurance. Keep up the great work John!

Broad knowledge, gave all information so we could make an informed purchase, did not push only expensive options, prompt with returning messages and following up.